HeyJaredKevin’s Substack
I try to share thoughts that I think are largely missed by the market. My hope is that these thoughts inspire new thoughts from you. Hopefully your new thoughts inspire new thoughts in me or someone else.
- Indexed issues, last 90 days
- 3
- Latest publication
- Aug 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 18, 2026
Latest issues
Podcast Episode 11 - Insider Trading (opens the original)
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com
Insider Trading (opens the original)
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I recently listened to a podcast that discussed president Trump and Dell Technologies Inc. that I thought missed the main point. They focused on purchases of Dell stock in Trump’s personal portfolio. That is shocking but I don’t think it is the main story. It also got me thinking what other companies has president Trump spoken about and how have they fared? <a class="image-link image2 is-viewable-img" href="https://images.unsplash.com/photo-1721352794721-9a2f91f8dcbd?crop=entropy&cs=tinysrgb&fit
Podcast Episode 10: When Good On Average is Not Good for the Average (opens the original)
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In this podcast we try to reconcile some conflicting measures of how the consumer is doing and ask the question, "Who can afford this?" We find that what is good on average is not good for the average person. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kevinkneafsey.substack.com
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